Experience

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  Interacciones casa de bolsa, c.a.

  Jan 2004 - Jan 2010

  Managed a portfolio of varied clients that grew extensively through constant sales efforts. Responsibilities included:• On a daily basis closing FX, fixed-income and both local and foreign stock-exchange spot trades ordered by clientele.• Transacting repo trades with clients seeking placement of cash surplus. • Dealing with compliance issues such as wire transfer documentation and updating client files. • In coordination with different departments of firm, designing asset-backed loans and FX forward contracts to fulfill clients’ financing and FX-risk hedging needs. • Advising two pension funds and several private clients on multi currency investments and asset allocation. • During auctions of Government bonds, receiving and processing orders, guiding clients through decision to participate -or not- and negotiating fees and financing facilities for winning placement of large orders. • Continuously being involved in marketing and networking to expand clientele and increase production. • Travelling both regionally and internationally to present services of brokerage house.• Periodically visiting clients to cross-sell products, offer new strategies and carry out self-made economic or financial power-point presentations as complementary services. Producing weekly written analysis on economic and financial issues that was distributed via E-Mail to clients. Show less During trading hours, served as liaison between traders and brokers of firm. Responsabilities included: • Providing FX and fixed income quotes while receiving and executing trading orders. • Participating in the daily settlement process, which included inputting trades into the Oracle-based operative system, following up with brokers if any information was missing or dealing with issues during clearing process. After trading hours assisted the CFO, providing service and support to some of main clients of firm. Respnsabilites included: • Collected economic and financial data from varied sources such as Bloomberg, Reuters and Central Bank statistics to prepare Power Point presentations and informative material for clients’ visits. • Participating in the implementation of asset, liability and FX risk reports to be discussed in the assets and liability committee meetings and thereon being responsible for the periodic production and presentation of such. • Leading IT projects ordered by CFO to generate better resources for clients and internal use. Coordinating teamwork efforts between different departments of company - accounting, compliance, trading - to understand needs and produce satisfactory results. Show less

  • Financial Executive

    Jan 2007 - Jan 2010

  • Assistant to the Trading Room and Chief Financial Officer

    Jan 2004 - Jan 2007
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  Savoy asset management

  Jan 2010 - Jan 2012

  Financial advisor

  Offered brokerage and wealth management services. Did extensive networking and presented services to prospect clients. Opened accounts in Pershing, BONY following submission of all required documentation and due diligence of clients. Offered personalized banking service, investment advisory and asset allocation. Proposed trading strategies to risk-taking clients, focusing on buying and selling specific fixed-income securities. Provided clients with quotes and analysis on markets. Continued maintaining relations with corporate clients with operations in Venezuela. Offered advisory on holistic financial matters. Show less

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  Gibraltar private bank & trust

  Jan 2013 - Jan 2014

  Wealth management business analyst

  Managed and executed projects proposed by Divisional Management with focus on expanding business, improving client service and remediating internal issues. Role involved continuous interaction with different departments of bank and external providers such as Fortigent and SEI. Participated in Investment Committee (which regulates the Division’s investment policy) and Manager Selection Committee. Main achievements include: • Given international banking background, was key in defining parameters and designing investment solution for Non-Resident Clients (which did not exist prior to hiring). • Contributed in structuring a due diligence process for selecting managers outside Fortigent’s preferred list. • Implemented important improvements to account opening process, including re-make of account-opening documents, eliminating bottlenecks, training, and writing procedure manuals.• Was key in solving connectivity conflicts between the Division’s and the Bank’s systems of record, allowing automation of different finance and BSA-related reports required by regulators. • Updated the Division’s policies, which involved mediating among colleagues to reach consensus on changes. Show less

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  Insigneo

  Mar 2014 - now

  Manage the firm's private fund offerings and related processes. My role is to develop solutions for our clients' fee-based practice. Also provide support to business development and new FA on-boarding as fee-based business expert. Member of a team managing and/or supervising assets for a book of high-end clients within a multi-custodian, multi-family operation with a specialization on private assets. Responsibilities include: - Relationship management - Reviewing and rebalancing portfolios- Liaising with external providers (bankers, accountants, legal advisors, trustees) - Editing client presentations- Operations & supervising other operations staff

  • Product Manager - Private Assets

    Apr 2022 - now

  • Product manager - advisory

    Aug 2019 - Apr 2022

  • Client Officer - Insigneo Wealth Advisors

    Mar 2014 - Aug 2019